Who Owns FEMS?
First Trust Emerging Markets Small Cap AlphaDEX Fund — Institutional Ownership & 13F Holdings
$47.23
-0.25 (-0.52%)
Market Cap
$272.6M
Shares Outstanding
5,269,713
Institutional Holders
67
Total Inst. Value
$147.5M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
13
Closed Positions
9
Increased
23
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $21.4M | 576,456 |
| 2 | WELLS FARGO & COMPANY/MN | $17.6M | 472,362 |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.9M | 455,275 |
| 4 | Cornerstone Planning Group LLC | $11.3M | 310,707 |
| 5 | Beta Wealth Group, Inc.New | $8.8M | 235,509 |
| 6 | Steward Partners Investment Advisory, LLC | $8.7M | 232,813 |
| 7 | UBS Group AG | $6.0M | 160,905 |
| 8 | 626 Financial, LLCNew | $5.9M | 159,873 |
| 9 | Integrated Wealth Concepts LLC | $4.2M | 113,951 |
| 10 | Private Advisor Group, LLC | $4.1M | 109,339 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cornerstone Planning Group LLC | +25K | $11.3M |
| Beta Wealth Group, Inc.New | +236K | $8.8M |
| Steward Partners Investment Advisory, LLC | +6K | $8.7M |
| UBS Group AG | +6K | $6.0M |
| 626 Financial, LLCNew | +160K | $5.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -103K | $16.9M |
| MORGAN STANLEY | -86K | $21.4M |
| WELLS FARGO & COMPANY/MN | -76K | $17.6M |
| JANE STREET GROUP, LLC | -58K | $992K |
| JONES FINANCIAL COMPANIES LLLP | -55K | $709K |
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Frequently Asked Questions
How many institutional investors hold FEMS?
As of Q1 2025, 67 institutional investors report holding FEMS (First Trust Emerging Markets Small Cap AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FEMS?
The largest institutional holder of FEMS is MORGAN STANLEY with $21.4M in shares.
Are institutions buying or selling FEMS?
This quarter, 13 institutions opened new positions in FEMS and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.